See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,764 | $59,417-92.0% | $93,606-94.9% | $74,495-93.6% |
| Participation rate | 89.5% | 59.7%+29.8pp | 68.7%+20.8pp | 67.2%+22.3pp |
| Annual return | 15.21% | 81.83%-66.6pp | 133.20%-118.0pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,506 | $3,050-50.6% | $4,411-65.9% | $4,346-65.3% |
| Admin fee / account holder | $57 | $3,021-98.1% | $8,285-99.3% | $1,942-97.1% |